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Financial Architects (New Jersey)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Architects (New Jersey)’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$493K Sell
5,264
-54
-1% -$4.8K 0.07% 208
2023
Q1 		$467K Sell
5,318
-376
-7% -$32.3K 0.07% 211
2022
Q4 		$469K Sell
5,694
-206
-3% -$17K 0.08% 218
2022
Q3 		$448K Buy
+5,900
New +$502K 0.08% 207
2022
Q2 		– Sell
-5,900
Closed -$571K – 253
2022
Q1 		$571K Sell
5,900
-875
-13% -$84.8K 0.08% 190
2021
Q4 		$720K Buy
6,775
+1
+0% +$103 0.1% 174
2021
Q3 		$650K Buy
6,774
+1,781
+36% +$176K 0.09% 173
2021
Q2 		$477K Sell
4,993
-20
-0.4% -$1.85K 0.07% 209
2021
Q1 		$440K Sell
5,013
-61
-1% -$5.2K 0.07% 211
2020
Q4 		$418K Buy
5,074
+50
+1% +$3.91K 0.08% 182
2020
Q3 		$369K Sell
5,024
-120
-2% -$8.67K 0.08% 176
2020
Q2 		$344K Buy
5,144
+2,062
+67% +$129K 0.08% 171
2020
Q1 		$169K Buy
3,082
+1,010
+49% +$64.7K 0.05% 239
2019
Q4 		$139K Buy
2,072
+906
+78% +$57.9K 0.03% 284
2019
Q3 		$72K Sell
1,166
-188
-14% -$11.5K 0.02% 381
2019
Q2 		$83K Buy
1,354
+566
+72% +$33.9K 0.02% 417
2019
Q1 		$47K Hold
788
– – 0.01% 630
2018
Q4 		$41K Hold
788
– – 0.01% 597
2018
Q3 		$47K Buy
+788
New +$46.2K 0.01% 658
2018
Q2 		– Sell
-788
Closed -$43K – 1496
2018
Q1 		$43K Buy
+788
New +$44.8K 0.01% 654
2017
Q4 		– Sell
-676
Closed -$35K – 1597
2017
Q3 		$35K Sell
676
-224
-25% -$11.6K 0.01% 802
2017
Q2 		$46K Hold
900
– – 0.01% 703
2017
Q1 		$44K Buy
900
+224
+33% +$10.8K 0.01% 697
2016
Q4 		$31K Hold
676
– – 0.01% 713
2016
Q3 		$31K Hold
676
– – 0.01% 718
2016
Q2 		$29K Hold
676
– – 0.01% 682
2016
Q1 		$29K Buy
+676
New +$27K 0.01% 509
2015
Q3 		– Sell
-4,796
Closed -$204K – 819
2015
Q2 		$204K Buy
+4,796
New +$209K 0.07% 191

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Financial Architects (New Jersey)'s SUSA Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1% in Q2 2023, selling an estimated $4.8K and leaving 5,264 shares worth $493K. The position accounts for 0.07% of the portfolio, ranked #208.

Financial Architects (New Jersey) first reported a position in SUSA in Q2 2015 and has held it in 28 quarters since. The position peaked at $720K in Q4 2021. 433 funds tracked by Wall St. Rank hold SUSA as of Q2 2023.

  • Financial Architects (New Jersey) held 5,264 shares of iShares ESG Optimized MSCI USA ETF worth $493K as of Q2 2023.
  • Financial Architects (New Jersey) sold 54 iShares ESG Optimized MSCI USA ETF shares in Q2 2023, an estimated $4.8K.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #208 holding.
  • Financial Architects (New Jersey) first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2015 and has held it in 28 quarters since.
  • Financial Architects (New Jersey)'s iShares ESG Optimized MSCI USA ETF position peaked at $720K in Q4 2021.
  • 433 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.